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SAP
SAP

Overview Fund Activity

568 hedge funds and large institutions have $8.11B invested in SAP in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 187 increasing their positions, 205 reducing their positions, and 37 closing their positions.

Holders
568
Holders Change
+40
Holders Change %
+7.58%
% of All Funds
8.96%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
80
Increased
187
Reduced
205
Closed
37
Calls
$106M
Puts
$266M
Net Calls
-$160M
Net Calls Change
-$108M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$321M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$104M
3
Goldman Sachs
3
Goldman Sachs
New York
$177M
4
Optiver Holding
4
Optiver Holding
Netherlands
$29.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$786M

Top Sellers

1
SGA
1
Sustainable Growth Advisers
Connecticut
$7.37M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$69.8M
3
HL
3
Harding Loevner
New Jersey
$782M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$828M
5
FMI
5
Fiduciary Management Inc
Wisconsin
$246M
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
476
JCIC Asset Management
Ontario, Canada
$33.5K 245 – –
CTWM
477
Cherry Tree Wealth Management
Minnesota
$33K 241 +241 New
FFA
478
Farther Finance Advisors
California
$32.6K 238 – –
BWL
479
Bogart Wealth LLC
Virginia
$31.1K 227 – –
AF
480
Advisornet Financial
Minnesota
$30.4K 222 – –
FA
481
Fiduciary Alliance
South Carolina
$30K 219 +219 New
GWM
482
Geneos Wealth Management
Colorado
$28K 205 +205 New
BG
483
Bollard Group
Massachusetts
$28K 206 +206 New
BHWM
484
Beaird Harris Wealth Management
Texas
$27.4K 200 – –
TFA
485
Toth Financial Advisory
Virginia
$27.4K 200 – –
POIA
486
Pin Oak Investment Advisors
Texas
$26K 187 +23 +14%
NRG
487
Nemes Rush Group
Michigan
$24.9K 182 +182 New
FCA
488
FinTrust Capital Advisors
South Carolina
$24.8K 240 – –
NA
489
NewEdge Advisors
Louisiana
$24.1K 176 -1,650 -90%
JWA
490
JFS Wealth Advisors
Pennsylvania
$23.7K 173 -24 -12%
RFG
491
RFP Financial Group
Georgia
$23K 168 – –
DSC
492
Duncker Streett & Co
Missouri
$21.9K 160 – –
LWP
493
Lumature Wealth Partners
Georgia
$21.8K 160 +2 +1%
CT
494
Cambridge Trust
Massachusetts
$21.2K 155 – –
EWM
495
Endurance Wealth Management
Rhode Island
$21K 156 – –
SF
496
Safeguard Financial
Wisconsin
$21K 154 +154 New
BWA
497
BDO Wealth Advisors
Florida
$20.4K 149 +149 New
DCP
498
DSM Capital Partners
Florida
$20.2K 148 -22 -13%
HWA
499
HHM Wealth Advisors
Tennessee
$19.4K 142 -30 -17%
WTA
500
Washington Trust Advisors
Massachusetts
$18.7K 137 -7 -5%
18 19
20
21 22